See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,296 | $133,958-75.1% | $112,228-70.3% | $134,475-75.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -22.37% | 47.11%-69.5pp | 27.45%-49.8pp | 417.96%-440.3pp |
| Employer contribution / active EE | $3,622 | $4,038-10.3% | $3,635-0.3% | $4,740-23.6% |
| Participant deferral / active EE | $4,782 | $5,291-9.6% | $4,728+1.1% | $6,400-25.3% |
| Admin fee / account holder | $1,108 | $7,489-85.2% | $6,410-82.7% | $11,426-90.3% |